Carter Bankshares
CARE
112 hedge funds and large institutions have $179M invested in Carter Bankshares in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
6% more funds holding
Funds holding: 106 → 112 (+6)
1.1% more ownership
Funds ownership: 47.66% → 48.76% (+1.1%)
5% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 39
7% less capital invested
Capital invested by funds: $193M → $179M (-$14.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$7.28M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$1.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$799K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$749K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.42M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.69M |
| 4 |
Goldman Sachs
New York
|
-$1.13M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.13M |
CARE Hedge Fund Activity: Q1 2025 in Review
112 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q1 2025, worth a combined $179M — down 7.4% from $193M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CARE positions and 5 closed out — a net gain of 7 holders — while 37 added to existing stakes and 39 trimmed.
The largest buyer was Nuveen, adding an estimated $7.28M. The largest seller was AllianceBernstein, cutting an estimated $3.42M.
- 112 institutional investors held Carter Bankshares (CARE) as of Q1 2025, up from 106 in Q4 2024.
- Funds reported $179M of Carter Bankshares stock for Q1 2025, down 7.4% quarter-over-quarter.
- 12 funds opened new Carter Bankshares positions in Q1 2025 and 5 closed out, a net change of +7 holders.
- The largest Carter Bankshares buyer in Q1 2025 was Nuveen, an estimated $7.28M added.
- The largest Carter Bankshares seller in Q1 2025 was AllianceBernstein, an estimated $3.42M sold.
Based on aggregated 13F filings for Q1 2025.